原标题：收评｜三大股指全线走低，创指跌近2%！两市超3600股下跌美国通胀数据超预期，9月加息担忧再起，隔夜纳斯达克指数大跌超过5%，受此影响，A股三大股指大幅低开震荡收跌，创业板指一度跌超2%。两市行业板块多数收跌，超3600股下跌，上涨个股仅1100余只。         Illustration: Liu Rui/GTA new report funded by Australia's Department of Defense played up security risks to submarine cables in the Indo-Pacific waters and pointed finger at China and some other countries over alleged undersea‑cable attacks in recent years, while claiming threats against subsea cables are growing. A Chinese expert said that accusing China without conclusive evidence constitutes "over‑securitization" made by Australian side, as well as a calculated pretext for its own military expansion.
Published by the National Security College at the Australian National University (ANU), the paper claimed recent damage to cables in the Baltic Sea and around China's Taiwan region suggests "state actors are now actively probing and testing cable infrastructure in peacetime as part of broader hybrid warfare strategies" to rapidly degrade connectivity at the outset of a conflict, The Australian reported.
The paper claimed 16 privately owned subsea cables that carry 99 percent of Australia's internet traffic are a "high priority target" for Australia's adversaries that could be severed in a conflict, threatening the nation's economy and social fabric, according to The Australian.
The report singled out China and Russia for blame, saying that there have been multiple apparent attacks on submarine cables in recent years in European waters as well as near China's Taiwan region, suspected to be linked to Russia and China, the Straits Times reported.
However, the report cites a 2025 voyage by Chinese research vessel Tan Suo Yi Hao along Australia's western and southern coastlines as evidence to back its claim that "potential adversaries are actively gathering information about Australia's cable infrastructure."
This report, relying on the routine scientific operations of a Chinese research vessel in 2025 to level allegations of offensive actions against China, and employing ambiguous terminology such as "suspected" and "potential," demonstrates Australia's evidentiary leap, Chen Hong, director of the Australian Studies Center of East China Normal University, told the Global Times on Monday.
This erroneous claim was refuted by the Chinese Foreign Ministry at the time. Chinese Foreign Ministry spokesperson Guo Jiakun said on March 31, 2025 that China carries out normal activities at sea in accordance with international law, including UNCLOS. 
"We hope Australia will have a right understanding of this and stop the groundless suspicion and speculations," Guo added.
This is not the first time certain Australian politicians has leveled baseless accusations of China intending to sabotage its undersea cables. Back in May, Defense Minister Richard Marles claimed during the Shangri-La Dialogue that China ought to boost transparency around its maritime operations. He also asserted that a surge in damage to subsea cables had transformed the seabed into a "battlefield," per The Australian.
Chen said Australian side's scaremongering is tied to its predictive threat‑perception framework forged in recent years. This framework designates China and other countries as strategic competitors in advance, subsequently forces routine scientific activities into a confrontational framework, Chen said.
Apart from unfounded allegations against China, the paper claims Australia's defense military "must incorporate the defense of submarine cable infrastructure into its operational planning," according to The Australian.
It added the government should also consider up¬grading an auxiliary ship operated by the navy, ADV Guidance, to enable it to repair damaged cables.
The vast majority of submarine cable damages are caused by accidental factors such as fishing operations and vessel anchoring, rather than deliberate sabotage. For suspected cases of intentional damage, independent technical investigation bodies should be established, and the principle of "investigate first, characterize later" should be strictly applied, so as to prevent ordinary maritime accidents from escalating into diplomatic conflicts, Chen said.
The core problem of Australian side's submarine cable security lies entirely with itself. Instead of addressing its own infrastructure shortcomings and improving its domestic protection and maintenance systems, the Australian side has chosen to continually exaggerate external threats and stoke bloc confrontation, the expert added.
Chen said that by fabricating alleged Chinese threats, Australian side seeks to "rationalize" its military spending increases and underwater force expansion. The submarine digital infrastructure originally meant to serve global development has been labeled along us versus them lines, and this constitutes the biggest hidden danger, he added.
。北向资金小幅流出10逾亿元。截至收盘，沪指跌0.8%，深圳成指跌1.25%，创业板指跌1.84%，两市合计成交7228亿元，北向资金净流出13.39亿元。盘面上，零售概念股走强，大连友谊、中百集团、徐家汇等涨停，值得注意的是，中百集团已连续四个交易日涨停。人人乐、天虹股份涨超7%。航运港口、商业百货、采掘行业、燃气、航天航空、半导体等涨幅居前，电池、化学原料、化肥行业、电力、光伏、煤炭等大跌。，华安证券指出，美股大幅波动或调整，将对A股形成外部风险制约，但这种抑制有可能仅会造成极短的日内冲击，并不会改变近期A股平稳回升的态势，日内冲击反而提供了良好的加仓契机。该机构认为，热门成长领域仍将是后续行情的优势主赛道。加息预期强化下的纳斯达克领跌有可能对成长热门赛道形成较大的日内冲击映射，然而这将成为布局后续成长主线行情的良好契机。今年下半年、明年上半年热门赛道业绩具备确定性的相对优势，绿色、低碳、新能源深受政策高度支持，当前估值-未来1年高增速组合极具性价比等。

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